Walmart(US:WMT) Zhi Tong Cai Jing·2025-09-29 03:52Core Insights - Walmart is actively addressing the workforce transformation driven by artificial intelligence, with CEO Doug McMillon stating that AI will reshape "almost all jobs" and that while some positions may disappear, new ones will emerge [1] - The company is systematically evaluating job adjustments to guide employee retraining programs, aiming to help every employee transition smoothly to the new phase [1] - Despite ongoing revenue growth, Walmart expects its global workforce of approximately 2.1 million employees to remain stable over the next three years, although the composition of these positions will change [1] Company Initiatives - Walmart has introduced AI chatbots for customers, suppliers, and employees, and has created new "agent builder" positions responsible for designing such tools [1] - While automation technology has reduced some warehouse jobs, the company has significantly increased hiring in distribution, in-store maintenance, and truck transportation [1] - McMillon emphasized Walmart's commitment to maintaining a core model of "employees directly serving customers," explicitly rejecting the introduction of humanoid robots in stores [1] Industry Context - The transformation reflects deep considerations within the corporate sector regarding the employment impact of artificial intelligence, with leaders from companies like Ford and JPMorgan warning of large-scale job adjustments [2] - Institutions such as Accenture and Blackstone emphasize enhancing workforce resilience through retraining [2] - OpenAI economist Ronnie Chatterji predicts that the substantial impact of AI on the job market will accelerate within the next 18 to 36 months [2] - Despite concerns, executives from Blackstone believe that historical technological changes ultimately create new growth opportunities, indicating that the labor market can withstand these shocks [2]